Focus Search and Selection
An established independent wealth management firm is seeking an experienced Paraplanner to support advisers throughout the advice process, from initial information gathering to implementation. The role involves producing high-quality suitability reports, conducting detailed research across pensions and investments, and providing technical input to develop suitable client solutions. This position offers a strong platform for career progression towards Senior Paraplanner or Financial Planner within a supportive environment that values professional development.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Focus Search and Selection.
Focus Search and Selection didn’t post a salary, so this is our estimate from similar listings.
40% below the average for this role